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Taking Stock
March 15, 2024
The best recovery buy in the recruitment sector
Sthree may be the best bet even as job vacancies shrink
March 08, 2024
AI is shaking up markets – but will it change investors?
Nvidia has a jarring asking price and it is wholly unrealistic when 'plain vanilla' investment considerations are applied
March 01, 2024
Will Warren Buffett's comments presage increased volatility?
Buffett's latest letter to shareholders suggests that acquisition targets in the US are fully priced, although that doesn't necessarily imply that a correction is imminent
February 23, 2024
The case for Japanese income is growing
The outlook for Japanese equities continues to brighten thanks to changing corporate governance priorities
February 16, 2024
DIY investors can use arbitrage strategies too
Once the preserve of the institutional investors, a spike in M&A now means smaller investors who understand the risks can get in on the action
February 09, 2024
Virgin Money tells us a story about the UK economy
The UK has been meeting its unsecured debt obligations more successfully than expected despite dispiriting news on corporate solvency
February 02, 2024
Insurers of all stripes provide a conundrum for investors
Insurance markets may be faced by mounting strife in the Red Sea, but the recovery in general premium rates may not be fully priced in
January 26, 2024
Why Unilever's marketing review could hurt WPP
The latest review of the personal goods group's marketing activities will be watched closely by advertising agencies
January 19, 2024
Next has an unusual foundation for its Christmas success
Investors would be well advised to pay close attention to what's happening in the inventory column
January 12, 2024
The $3bn question behind Shell's working capital
The group continues to sever links with Moscow
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